Tailored AI

40%

Faster time-to-insight for sales leadership decisions

More pipeline reviews completed per week across regions

85%

Reduction in ad-hoc report requests to the BI team

The Client

Large IT Services Company – 300,000+ Employees

A global IT services organization with 300,000+ employees and distributed sales teams across multiple geographies, verticals, and service lines. The sales leader we built this for manages a $15Bn+ P&L – overseeing a complex pipeline spanning hundreds of active accounts and thousands of opportunities at any given time.

The Challenge

Sales Leaders Were Flying Blind Between Monthly Reports

The core challenge revolved around billable volume management – projected billable vs. actual billable, deal velocity, and identifying which levers leadership could pull to iron out inefficiencies in closing deals. This data lived across CRMs, spreadsheets, and disconnected BI dashboards. Regional heads couldn't get real-time answers to critical questions – "Where's the gap between projected and actual billable this quarter?", "Which deals are stalling and why?", "What levers do we have to close the revenue gap?" – without waiting days for the BI team to pull reports. The result: stale data driving decisions, missed signals on at-risk revenue, and leadership meetings spent reconciling numbers instead of acting on them.

What We Built

AI Sales Data Agent – Instant Answers from Your Pipeline

We built and deployed a conversational Sales Data Agent custom-trained on the client's sales processes, billable volume models, and organizational hierarchy. It connects directly to their CRM and data warehouse, letting anyone from a regional head to an account manager ask questions in plain English about projected vs. actual billable, deal health, and closing inefficiencies – and get instant, accurate, contextualized answers.

1. Sales Ontology Mapping

Deep-dive into the client's sales stages, billable volume models, deal categorization, territory structure, and KPI definitions – custom-training the agent on projected vs. actual billable metrics and the levers available at each stage to close gaps.

2. Secure Data Integration

Connected to Salesforce, internal data warehouses, and Excel-based forecasts – all within the client's cloud environment with role-based access controls mirroring their org hierarchy.

3. Natural Language Query Engine

LLM-powered layer that translates conversational questions into precise data queries – understanding context like "my region," "this quarter," and "top accounts" based on who's asking.

4. Insight Surfacing & Alerts

Proactive anomaly detection that flags billable shortfalls, deal slippage, closing inefficiencies, and pipeline gaps – pushing insights and recommended levers before leadership even asks.

5. Client Cloud Deployment

Deployed entirely within the client's AWS environment – no data leaves their infrastructure. Integrated with existing SSO and compliance frameworks.

Technology

Powered By

Custom-Trained LLM Natural Language to SQL Salesforce Integration AWS (Client Cloud) Role-Based Access Control Anomaly Detection

The Results

From Days of Waiting to Seconds – Sales Intelligence on Demand

Sales leadership now gets instant visibility into projected vs. actual billable volume and the levers available to close gaps – questions that previously required days of BI team turnaround. Regional heads conduct 3x more data-driven pipeline reviews per week, focused on closing inefficiencies rather than reconciling numbers. Ad-hoc report requests to the BI team dropped by 85%, freeing analysts for strategic work. Most critically, billable shortfall signals are now caught weeks earlier – contributing to a measurable improvement in quarterly forecast accuracy and a 40% reduction in time-to-insight for critical revenue decisions.

"We used to spend half of every leadership meeting debating whose numbers were right. Now the agent gives us a single source of truth in seconds – we spend that time on strategy instead."

– Head of Americas, IT Services Client

Ready to Transform Your Sales Intelligence?

We've delivered $100M+ in business impact across IT services, healthcare, HR tech, and fintech.

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